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CVERX vs VMVAX
CVERX vs VMVAX Comparison
Open Charts CVERX vs VMVAX
Columbia Select Mid Cap Value Instl 2
Price$14.28
Change-$0.26 (-1.79%)
VolumeN/A
Net Assets2.5B
Vanguard Mid-Cap Value Index Admiral
Price$82.48
Change-$1.47 (-1.75%)
VolumeN/A
Net Assets30.1B
CVERX vs VMVAX Comparison Chart
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CVERX vs. VMVAX commentary
Jan 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CVERX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. CVERX (2.5B). VMVAX pays higher dividends than CVERX: VMVAX (2.14) vs CVERX (1.03). CVERX was incepted earlier than VMVAX: CVERX (12 years) vs VMVAX (13 years). CVERX is a more actively managed with annual turnover of: 30.00 vs. VMVAX (22.00). CVERX has a lower initial minimum investment than VMVAX: CVERX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 13.05 vs. CVERX (6.60). VMVAX return over 5 years is better than : 38.35 vs. CVERX (26.15).
| CVERX | VMVAX | CVERX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -1.245 | 0.191 | -652% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 30.1B | 8% |
| Annual Yield % from dividends | 1.03 | 2.14 | 48% |
| Returns for 1 year | 6.60 | 13.05 | 51% |
| Returns for 3 years | 0.29 | 7.28 | 4% |
| Returns for 5 years | 26.15 | 38.35 | 68% |
| Returns for 10 years | -10.73 | 88.13 | -12% |
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